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History

 

History

 

Founded in 1947 by Rodolphe B. Casgrain

After working in institutional fixed income sales for 11 years with another firm, Rodolphe (Rudy) Casgrain had acquired a solid reputation in financial circles and his opinion was actively sought. On November 3rd 1947, at the age of 30, he founded Casgrain & Company Limited, an investment dealer with its office in Montreal's financial district.

Mr. Casgrain was involved in his community as President of the Notre-Dame-de-Grâce Desjardins Caisse Populaire (1972-1983), and was a member of several boards of directors: Prudential Insurance of England (Canadian subsidiary), Canada Development Corporation, the Provincial Bank of Canada, the Montreal Exchange and the Investment Dealers Association of Canada.

Following a corporate restructuring in 1985, which saw a transfer of ownership to his three sons, Mr. Casgrain remained active as Chairman, a close advisor and mentor. In the mid-nineties, Casgrain became the largest Canadian privately-owned independent investment dealer that specializes in fixed income. The firm has held this position ever since. 

In 2017, Casgrain celebrates 70 years of success from its modest beginnings on St-James Street in Montreal. 

 

Recognition of Rodolphe Casgrain's contribution to the industry

In 1988, the Investment Dealers Association of Canada (Quebec District) awarded Rodolphe Casgrain its first Career A+ Award for the excellence he demonstrated throughout his career (article enclosed). 

In 2013, Rudy Casgrain was recognized as one of the eight initial inductees to the Investment Industry Association of Canada (IIAC) Hall of Fame. The IIAC Hall of Fame serves to honor excellence, integrity and leadership in Canada's investment industry. 

 

Casgrain's growth

Year  Story

1947

 Casgrain & Company Limited is founded by Rodolphe B. Casgrain

1951

 First Municipal Deal - City of Trois-Rivières

1964 

 First use of electronic means to communicate with investors (telex)

1974 

 Casgrain hosts a roundtable headlined by Dr. Ortiz, Secretary of the OPEC

1982 

 Casgrain becomes a participant in the fixed income secondary market

1985 

 Corporate Reorganisation - Sale of ownership to family members

1985 

 Equity Desk established

1990

 Government Finance Department established

1997 

 Casgrain opens its equity participation to certain of its long time professionals

1998 

 Casgrain hosts its first event in tandem with the Provincial Borrowers' Conference

1998 

 Casgrain & Company Limited (USA) is established to service US accounts

1998 

 Corporate Finance Department is established

2000 

 Casgrain is named as a member of the Management Group of the Province of Quebec

2005 

 Casgrain holds its first economic conference in Banff

2007 

 Casgrain is promoted to Banking Group by Canada Housing Trust (CMHC)

2007 

 Casgrain underwrites a $500 million bought deal for the Province of Ontario

2008 

 Casgrain Asset Management Limited ("CAM") is established

2009 

 CAM launches its first bond fund

2009 

 Casgrain participates as a co-manager in its first PPP bond offering

2010

 Casgrain initiates trading in MAVs

2010

 Casgrain holds its first Infrastructure Conference

2010

 Casgrain co-manages the MUHC $764 million PPP bond offering

2011

 Casgrain in named co-manager on a rare 50 year corporate debt offering (Intact)

2012

 Casgrain leads its first CMBS deal

2014

 Casgrain participates in the first Canadian governmental Green Bond offering

2014

 Casgrain leads its first NHA-MBS deal

2014

 Casgrain adheres to the Green Bond Principles

2014

 Casgrain joins the International Capital Markets Association (ICMA)

2014

 Casgrain participates in the First Nations Finance Authority's inaugural bond offering

2016

 Casgrain is named as a syndicate member for its first university issuer, McGill University

2016

 Casgrain holds its first Municipal Conference

2017

 Casgrain is named as a syndicate member for its first high-yield issuer, Superior Plus LP